Well, that is our job. It’s our passion.
Between evaluating providers, monitoring investment options, keeping up with compliance requirements, and making sure that your plan actually prepares employees for a confident retirement, managing your plan properly takes a lot of time, energy and specialized knowledge. You may not have that.
But we do.

Under ERISA, fiduciaries are expected to be expert in the matters at hand or work with someone who is.
Our business is working with retirement plan sponsors in reviewing and selecting their co-fiduciary partners. Under this construct, we serve as educator and facilitator. We are deeply involved and provide you with the depth and breadth we know is needed.

It’s what allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealer or insurance companies. In other words, more choices, less conflicts of interest.

We love what we do. We pay meticulous attention to every detail because we know it makes a difference.
Empowering Each Individual
After enrollment, participants can count on us for individualized guidance that removes the guesswork. Together, we’ll figure out how much they need to support the life they want in retirement, and develop a long-term savings plan that accommodates their lifestyle right now.

We know that every organization and plan are unique.
Our clients are provided with the information, proprietary research and customized services that recognize their specific objective, needs and unique circumstances. Plan design is top of mind.

We help you select a third party 3(21) or 3(38) fiduciary, depending on plan needs. In either case, we will work side-by-side with your team to help ensure proper management of risks and liabilities.